Nomura Has Lowered Expectations for Alibaba Group (NYSE:BABA) Stock Price

Alibaba Group (NYSE:BABA) had its target price decreased by stock analysts at Nomura from $215.00 to $193.00 in a research note issued on Monday,MarketScreener reports. The brokerage presently has a “buy” rating on the specialty retailer’s stock. Nomura’s target price points to a potential upside of 12.88% from the company’s current price.

Several other equities analysts have also recently commented on BABA. Freedom Capital cut shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Robert W. Baird increased their price target on Alibaba Group from $153.00 to $174.00 and gave the company an “outperform” rating in a research report on Wednesday, September 24th. Sanford C. Bernstein lowered their price objective on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research report on Wednesday, November 26th. Susquehanna raised their target price on shares of Alibaba Group from $175.00 to $190.00 and gave the company a “positive” rating in a report on Thursday, September 18th. Finally, Barclays increased their price objective on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a research report on Wednesday, November 26th. Seventeen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $190.68.

Alibaba Group Trading Up 0.6%

NYSE:BABA traded up $1.08 on Monday, reaching $170.98. 12,580,429 shares of the company’s stock were exchanged, compared to its average volume of 17,282,980. The firm has a market capitalization of $407.98 billion, a price-to-earnings ratio of 23.62, a price-to-earnings-growth ratio of 3.56 and a beta of 0.37. Alibaba Group has a 52-week low of $81.82 and a 52-week high of $192.67. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The business has a fifty day moving average of $155.94 and a 200-day moving average of $147.13.

Institutional Trading of Alibaba Group

A number of hedge funds and other institutional investors have recently made changes to their positions in BABA. Rosenberg Matthew Hamilton acquired a new position in Alibaba Group during the second quarter worth approximately $26,000. Ameriflex Group Inc. raised its position in Alibaba Group by 101.4% in the 3rd quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 72 shares during the last quarter. Mather Group LLC. purchased a new stake in shares of Alibaba Group in the third quarter valued at about $30,000. Foster Dykema Cabot & Partners LLC acquired a new stake in Alibaba Group during the 3rd quarter worth approximately $30,000. Finally, NBT Bank N A NY grew its position in Alibaba Group by 231.5% in the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after buying an additional 125 shares during the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group News Summary

Here are the key news stories impacting Alibaba Group this week:

• Positive Sentiment: Major Qwen upgrade adds agentic capabilities and in‑chat payments, letting the app order food, complete payments and make bookings — a step toward turning AI into direct revenue drivers for consumer services. Alibaba Adds Agentic and Payments Capabilities to Consumer AI App
• Positive Sentiment: Qwen is being linked into Alibaba’s ecosystem (Taobao, Alipay, travel apps), enabling in‑app shopping and bookings — this integration increases potential monetization pathways across payments, marketplace take‑rates and travel commissions. Alibaba Links Taobao, Alipay and Travel Apps to Qwen AI
• Positive Sentiment: Qwen’s user scale and visibility have grown (reports of 100M users and major media coverage), supporting the narrative that Alibaba can commercialize AI features at consumer scale. Alibaba’s Qwen AI app hits 100 million users
• Positive Sentiment: Wall Street optimism and recent analyst price targets are supportive (median targets elevated; several firms with Buy/Outperform ratings), amplifying investor appetite for BABA on AI upside. Alibaba Group Holding Limited Stock (BABA) Opinions on AI+ Manufacturing Push
• Neutral Sentiment: Alibaba is reported as a cornerstone/backing investor in Montage’s HK listing, signaling broader moves into chips/semiconductor supply chains that could support its AI ambitions but are not immediate revenue drivers. Montage Technology Draws Alibaba, JPMorgan as Cornerstones for Hong Kong Listing
• Neutral Sentiment: Elevated options volume and notable institutional flows (both large buys and sells) suggest active positioning around BABA but also increased short‑term volatility. Alibaba Group Sees Unusually Large Options Volume (NYSE:BABA)
• Negative Sentiment: Some analysts and social‑media commentary flag slower monetization in core e‑commerce and rising cloud costs that could pressure margins if revenue from AI services doesn’t scale quickly. That risk tempers full enthusiasm. Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?

About Alibaba Group

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.